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Presima Securities ULC

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13F filer, CIK 1399360, MONTREAL, Quebec, Canada

Presima Securities ULC reported $434,944,212 across 51 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-04. Its ten largest share positions make up 62.4% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001172661-25-002870

Period
2025-06-30
Reported value
$435M
Holdings
51
Top 10 weight
62.4%
New
3
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
FRnew+526,689$25.3M
SKTnew+472,624$14.5M
HSTnew+652,414$10M
HPPadded+2,654,821$7.27M
EQIXadded+6,752$5.37M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PLDreduced-416,710-$43.8M
BRXreduced-263,982-$6.87M
GLPIreduced-121,452-$5.67M
DLRreduced-30,953-$5.4M
REXRreduced-37,819-$1.35M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001172661-25-002870, largest first. % of portfolio is the value over $434,944,212, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,945 shares; 2024Q4: 53,979 shares; 2025Q1: 45,360 shares; 2025Q2: 52,112 shares 52,112$41.5M9.53%+6,752Timeline
BRXBRIXMOR PPTY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,430,725 shares; 2024Q4: 1,392,268 shares; 2025Q1: 1,519,123 shares; 2025Q2: 1,255,141 shares 1,255,141$32.7M7.51%-263,982Timeline
VTRVENTAS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 318,749 shares; 2024Q4: 439,942 shares; 2025Q1: 487,072 shares; 2025Q2: 486,153 shares 486,153$30.7M7.06%-919Timeline
GLPIGAMING & LEISURE PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 697,935 shares; 2024Q4: 679,087 shares; 2025Q1: 746,719 shares; 2025Q2: 625,267 shares 625,267$29.2M6.71%-121,452Timeline
INVHINVITATION HOMES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 651,900 shares; 2024Q4: 717,940 shares; 2025Q1: 793,719 shares; 2025Q2: 779,771 shares 779,771$25.6M5.88%-13,948Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,108 shares; 2024Q4: 17,800 shares; 2025Q1: not reported; 2025Q2: 526,689 shares 526,689$25.3M5.83%newTimeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,286 shares; 2024Q4: 8,286 shares; 2025Q1: 169,965 shares; 2025Q2: 139,012 shares 139,012$24.2M5.57%-30,953Timeline
UDRUDR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 451,925 shares; 2024Q4: 496,124 shares; 2025Q1: 544,186 shares; 2025Q2: 536,683 shares 536,683$21.9M5.04%-7,503Timeline
CUBECUBESMARTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,600 shares; 2024Q4: 444,390 shares; 2025Q1: 500,282 shares; 2025Q2: 487,993 shares 487,993$20.7M4.77%-12,289Timeline
SBRASABRA HEALTH CARE REIT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,009,181 shares; 2024Q4: 872,365 shares; 2025Q1: 993,688 shares; 2025Q2: 1,060,612 shares 1,060,612$19.6M4.5%+66,924Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 269,665 shares; 2024Q4: 231,187 shares; 2025Q1: 251,540 shares; 2025Q2: 248,831 shares 248,831$16.8M3.86%-2,709Timeline
SUISUN CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,353 shares; 2024Q4: 87,862 shares; 2025Q1: 125,094 shares; 2025Q2: 122,920 shares 122,920$15.5M3.57%-2,174Timeline
HPPHUDSON PAC PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,319,284 shares; 2024Q4: 2,504,983 shares; 2025Q1: 2,765,776 shares; 2025Q2: 5,420,597 shares 5,420,597$14.9M3.41%+2,654,821Timeline
SKTTANGER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 472,624 shares 472,624$14.5M3.32%newTimeline
COLDAMERICOLD REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,970 shares; 2024Q4: 126,970 shares; 2025Q1: 542,233 shares; 2025Q2: 804,314 shares 804,314$13.4M3.08%+262,081Timeline
DOCHEALTHPEAK PROPERTIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,277 shares; 2024Q4: 695,216 shares; 2025Q1: 737,146 shares; 2025Q2: 731,845 shares 731,845$12.8M2.95%-5,301Timeline
NTSTNETSTREIT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 359,333 shares; 2025Q1: 674,061 shares; 2025Q2: 664,070 shares 664,070$11.2M2.58%-9,991Timeline
HSTHOST HOTELS & RESORTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 652,414 shares 652,414$10M2.3%newTimeline
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,235 shares; 2024Q4: 17,866 shares; 2025Q1: 18,210 shares; 2025Q2: 18,210 shares 18,210$4.02M0.93%0Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,827 shares; 2024Q4: 412,660 shares; 2025Q1: 452,943 shares; 2025Q2: 36,233 shares 36,233$3.81M0.88%-416,710Timeline
REGREGENCY CTRS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,880 shares; 2024Q4: 45,880 shares; 2025Q1: 46,612 shares; 2025Q2: 47,724 shares 47,724$3.4M0.78%+1,112Timeline
OREALTY INCOME CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,578 shares; 2024Q4: 52,578 shares; 2025Q1: 53,452 shares; 2025Q2: 54,605 shares 54,605$3.15M0.72%+1,153Timeline
VICIVICI PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,423 shares; 2024Q4: 90,423 shares; 2025Q1: 92,057 shares; 2025Q2: 94,052 shares 94,052$3.07M0.7%+1,995Timeline
ADCAGREE RLTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,468 shares; 2024Q4: 35,468 shares; 2025Q1: 35,969 shares; 2025Q2: 36,652 shares 36,652$2.68M0.62%+683Timeline
PSAPUBLIC STORAGEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,591 shares; 2024Q4: 7,520 shares; 2025Q1: 7,671 shares; 2025Q2: 7,863 shares 7,863$2.31M0.53%+192Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,795 shares; 2024Q4: 21,795 shares; 2025Q1: 21,445 shares; 2025Q2: 21,755 shares 21,755$2.23M0.51%+310Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,614 shares; 2024Q4: 72,395 shares; 2025Q1: 9,372 shares; 2025Q2: 9,372 shares 9,372$2.2M0.51%0Timeline
WPCWP CAREY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,300 shares; 2024Q4: 32,300 shares; 2025Q1: 32,902 shares; 2025Q2: 33,834 shares 33,834$2.11M0.49%+932Timeline
REXRREXFORD INDL RLTY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 421,238 shares; 2024Q4: 411,242 shares; 2025Q1: 93,937 shares; 2025Q2: 56,118 shares 56,118$2M0.46%-37,819Timeline
HRHEALTHCARE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 120,098 shares; 2024Q4: 120,098 shares; 2025Q1: 122,203 shares; 2025Q2: 124,656 shares 124,656$1.98M0.45%+2,453Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,302 shares; 2024Q4: 11,302 shares; 2025Q1: 11,573 shares; 2025Q2: 11,573 shares 11,573$1.86M0.43%0Timeline
CDPCOPT DEFENSE PROPERTIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,410 shares; 2024Q4: 60,410 shares; 2025Q1: 61,316 shares; 2025Q2: 62,553 shares 62,553$1.73M0.4%+1,237Timeline
HIWHIGHWOODS PPTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,536 shares; 2024Q4: 52,536 shares; 2025Q1: 53,352 shares; 2025Q2: 54,501 shares 54,501$1.69M0.39%+1,149Timeline
EXREXTRA SPACE STORAGE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,481 shares; 2024Q4: 10,481 shares; 2025Q1: 10,642 shares; 2025Q2: 10,962 shares 10,962$1.62M0.37%+320Timeline
AVBAVALONBAY CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,201 shares; 2024Q4: 7,101 shares; 2025Q1: 7,286 shares; 2025Q2: 7,438 shares 7,438$1.51M0.35%+152Timeline
KRGKITE REALTY GROUP TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,330 shares; 2024Q4: 82,330 shares; 2025Q1: 66,329 shares; 2025Q2: 66,329 shares 66,329$1.5M0.35%0Timeline
CPTCAMDEN PPTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,840 shares; 2024Q4: 14,840 shares; 2025Q1: 12,433 shares; 2025Q2: 12,740 shares 12,740$1.44M0.33%+307Timeline
KMIKINDER MORGAN INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,400 shares; 2024Q4: 46,400 shares; 2025Q1: 46,796 shares; 2025Q2: 46,796 shares 46,796$1.38M0.32%0Timeline
BDNBRANDYWINE RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,167 shares; 2024Q4: 245,167 shares; 2025Q1: 249,331 shares; 2025Q2: 254,344 shares 254,344$1.09M0.25%+5,013Timeline
EDCONSOLIDATED EDISON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,900 shares; 2024Q4: 9,900 shares; 2025Q1: 10,120 shares; 2025Q2: 10,120 shares 10,120$1.02M0.23%0Timeline
ESEVERSOURCE ENERGYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,930 shares; 2024Q4: 13,930 shares; 2025Q1: 14,189 shares; 2025Q2: 14,189 shares 14,189$903K0.21%0Timeline
AREALEXANDRIA REAL ESTATE EQ INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,725 shares; 2024Q4: 11,725 shares; 2025Q1: 11,895 shares; 2025Q2: 12,229 shares 12,229$888K0.2%+334Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,800 shares; 2024Q4: 13,800 shares; 2025Q1: 13,925 shares; 2025Q2: 13,925 shares 13,925$875K0.2%0Timeline
AWKAMERICAN WTR WKS CO INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,645 shares; 2024Q4: 5,645 shares; 2025Q1: 5,767 shares; 2025Q2: 5,767 shares 5,767$802K0.18%0Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,350 shares; 2024Q4: 9,350 shares; 2025Q1: 9,477 shares; 2025Q2: 9,477 shares 9,477$774K0.18%0Timeline
LNGCHENIERE ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares; 2025Q1: 2,783 shares; 2025Q2: 2,783 shares 2,783$678K0.16%0Timeline
EIXEDISON INTLQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,950 shares; 2024Q4: 8,950 shares; 2025Q1: 9,174 shares; 2025Q2: 9,174 shares 9,174$473K0.11%0Timeline
SRESEMPRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,650 shares; 2024Q4: 5,650 shares; 2025Q1: 5,767 shares; 2025Q2: 5,767 shares 5,767$437K0.1%0Timeline
PDMPIEDMONT REALTY TRUST INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,344 shares; 2024Q4: 43,344 shares; 2025Q1: 44,207 shares; 2025Q2: 44,207 shares 44,207$322K0.07%0Timeline
EPREPR PPTYSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,400 shares; 2024Q4: not reported; 2025Q1: 4,573 shares; 2025Q2: 4,573 shares 4,573$266K0.06%0Timeline
NSANATIONAL STORAGE AFFILIATESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,600 shares; 2024Q4: 7,600 shares; 2025Q1: 7,799 shares; 2025Q2: 7,799 shares 7,799$249K0.06%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
EASTERLY GOVERNMENT PROPERT…EASTERLY GOVERNMENT PROPERTIES13,728$146Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001172661-25-002870 base2025-08-04acceptance time not in the bulk data set